传媒互联网产业行业研究：边走边看，等待机会

国金证券

2025/10/12

（以下内容从国金证券《传媒互联网产业行业研究：边走边看，等待机会》研报附件原文摘录）本周观点边走边看，等待机会：教育：景气略有承压。K12教培行业由于中小机构供给增加，竞争边际加剧，龙头阿尔法能力逐渐趋稳。本周绍兴教育局发布关于实施中小学春秋假制度的意见，浙江已成为全国首个在全省推行中小学春秋假制度的省份。奢侈品与博彩：奢侈品与博彩景气度和宏观经济高度挂钩。国庆中秋长假期间，澳门入境旅客总数达...

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